External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Thematic (Sector/Industry)

<ul><li>We recently hosted our second India Internet conference and leading internet companies (both listed and unlisted) participated in the event</li><li>Most internet companies have strong growth visibility but we believe more investments will be required to sustain the momentum</li><li>The startups are focusing more on profitable growth</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

We recently hosted our second India Internet conference and leading internet companies (both listed and unlisted) participated in the eventMost internet companies have strong growth visibility but we believe more investments will be required to sustain the momentumThe startups are focusing more on profitable growthContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

<div><div><div><div><ul><li>Exchanges: MCX options volume continued to remain strong (+30% QoQ) while futures ADTV remained under stress (-3.6% QoQ).</li><li>BSE has lost market share in all major segments and the exclusive cash segment volume has declined sharply (-39% QoQ), putting pressure on the transaction revenue.</li><li>CDSL: The pace of demat account addition is moderating for CDSL as it added ~1.4mn BO accounts in June-22, which is the lowest in the last 18 months.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p></div></div></div></div>

Exchanges: MCX options volume continued to remain strong (+30% QoQ) while futures ADTV remained under stress (-3.6% QoQ).BSE has lost market share in all major segments and the exclusive cash segment volume has declined sharply (-39% QoQ), putting pressure on the transaction revenue.CDSL: The pace of demat account addition is moderating for CDSL as it added ~1.4mn BO accounts in June-22, which is the lowest in the last 18 months.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Exchanges, Staffing and Internet - Mixed Bag; Margin Cuts

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

<p>Key points <em>(machine generated)</em></p><ul><li>IndiaMart is India's largest online B2B marketplace with a market cap of $2 billion.</li><li>The company has a 60% market share of B2B e-commerce in India, indicating a large potential for growth.</li><li>IndiaMart benefits from a negative working capital business model, upfront supplier subscription payments, and a net cash balance sheet. It also has the option to invest in new business lines to expand its monetization opportunities. Despite limited advertising spend, the platform attracts over 1 billion in traffic.</li></ul><p><em>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Key points (machine generated)IndiaMart is India's largest online B2B marketplace with a market cap of $2 billion.The company has a 60% market share of B2B e-commerce in India, indicating a large potential for growth.IndiaMart benefits from a negative working capital business model, upfront supplier subscription payments, and a net cash balance sheet. It also has the option to invest in new business lines to expand its monetization opportunities. Despite limited advertising spend, the platform attracts over 1 billion in traffic.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Indiamart Intermesh (INDIAMART) - Friday, Oct 20, 2023

External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Indiamart Intermesh Ltd (Indiamart) reported revenue of Rs 295 Cr in Q2FY24, up 5% QoQ and 23% YoY, which stood in line with our expectations.</li><li>The company’s operating profit stood at Rs 80 Cr, reporting a growth of 15% on a QoQ basis, which was led by lower employee costs during the quarter.</li><li>Its operating margins improved by 240bps to 27%, largely driven by moderated employee expenses.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Indiamart Intermesh Ltd (Indiamart) reported revenue of Rs 295 Cr in Q2FY24, up 5% QoQ and 23% YoY, which stood in line with our expectations.The company’s operating profit stood at Rs 80 Cr, reporting a growth of 15% on a QoQ basis, which was led by lower employee costs during the quarter.Its operating margins improved by 240bps to 27%, largely driven by moderated employee expenses.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Indiamart Intermesh Ltd - Robust Result; Market Share Gain Continues

<ul><li>Indiamart provides online B2B marketplace for business products and services.</li><li>It makes it easier to do business by connecting buyers (Indian small and medium enterprises SMEs, and large corporate) and sellers across product categories and geographies in India through business enablement solutions.</li><li>It provides ease and convenience to the buyers by offering a wide assortment of products and a responsive seller base while offering lead generation, lead management and payment solutions to its sellers.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Indiamart provides online B2B marketplace for business products and services.It makes it easier to do business by connecting buyers (Indian small and medium enterprises SMEs, and large corporate) and sellers across product categories and geographies in India through business enablement solutions.It provides ease and convenience to the buyers by offering a wide assortment of products and a responsive seller base while offering lead generation, lead management and payment solutions to its sellers.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Pick of the Week - Indiamart Intermesh Ltd - 31 JULY 2023

India

IndiaMART InterMESH operates as an online B2B marketplace, connecting buyers with suppliers across India for a wide range of products and services, primarily serving small and medium enterprises. The platform facilitates business interactions and offers solutions like lead generation and digital marketing. It is headquartered in Noida, Uttar Pradesh, India, and was founded in 1996.

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IndiaMART (INMART IN)

India Internet: Path to profitability

We recently hosted our second India Internet conference and leading internet companies (both listed and unlisted) participated in the event.

HDFC Securities

Exchanges, Staffing and Internet - Mixed Bag; Margin Cuts

Exchanges: MCX options volume continued to remain strong (+30% QoQ) while futures ADTV remained under stress (-3.6% QoQ).

HDFC Securities

Indiamart Intermesh (INDIAMART) - Friday, Oct 20, 2023

IndiaMart is India's largest online B2B marketplace with a market cap of $2 billion.The company has a 60% market share of B2B e-commerce in India,...

Value Investors Club (VIC)

Pick of the Week - Indiamart Intermesh Ltd - 31 JULY 2023

It makes it easier to do business by connecting buyers (Indian small and medium enterprises SMEs, and large corporate) and sellers across product...

Axis Direct

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